Document

Navigate to Document > Manage Document from the main menu.

To Search a Document

1. At the top of the Manage Document page, you will see filter options like:

   • Document Name

   • Reference Date

   • Location

   • Label

   • Tag

2. Enter or select the desired filter criteria based on how you want to search.

3. Click the Search button to view matching documents.

4. The results below will update based on the filter values.

5. To reset filters and view all documents, clear the inputs and click Search again.

?? Using filters helps you quickly locate specific documents without scrolling through the full list.

To Add a Document

• Go to Document > Manage Document.

• At the top-right or top-left of the Manage Document list (based on your layout), click the “Add” button.

• This will open the Add Document form directly, where you can fill in the Info, Storage, Index, and Sharing details as described earlier.

• After entering the required information, click Update to save the document.

• Add form is divided into four tabs:

  • Info

  • Storage

  • Index

  • Sharing